Advanced Administration
4 guides
Connecting Through the API
Internal Conversations In Halo
Sending Requests Across 2 Instances
This article provides a guide on configuring requests between two instances using the HaloCRM and HaloITSM API. It explains how to set up the Suppliers Module, configure API access, and send requests across instances without using email integration. The process involves enabling the suppliers module, creating supplier records, and configuring API credentials for two-way communication between instances. The article also covers setting up client and supplier records, creating actions to send requests, and managing ticket updates. This enhances ticket logging and response coordination between the linked systems.
Syncing Tickets Between Instances
The article provides a comprehensive guide on syncing tickets between Halo instances, available in Halo version 2.184+. It covers connecting instances, configuring mappings and actions, troubleshooting, and syncing tickets and updates. The functionality allows support and updates to be shared between instances without using the HaloCRM > ITSM integration. It explains the steps to set up API access, create supplier and customer profiles, and configure workflow actions. This feature is valuable for ITSM, PSA, and CRM customers, and organizations collaborating with suppliers using Halo.